Global Retirement Partners’s Williams Partners L.P. WPZ Stock Holding History

Global Retirement Partners’s Portfolio WPZ Stock Details WPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-612	Closed	-$25K	–	1609
2018 Q2	$25K	Hold	612	–	–	0.01%	732
2018 Q1	$21K	Buy	612 +100	+20%	+$3.9K	0.01%	753
2017 Q4	$20K	Buy	512 +2	+0.4%	+$75	0.01%	732
2017 Q3	$20K	Sell	510 -299	-37%	-$11.8K	0.01%	659
2017 Q2	$32K	Buy	809 +302	+60%	+$12.1K	0.02%	496
2017 Q1	$21K	Buy	507 +2	+0.4%	+$80	0.01%	549
2016 Q4	$19K	Buy	+505	New	+$18.1K	0.01%	533

Other funds holding WPZ

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

Schulhoff & Co Cincinnati, Ohio $243M AUM 17.47% 1-Year Est. Return

RCC

Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

Global Retirement Partners's WPZ Position: Q3 2018 in Review

Global Retirement Partners sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 612 shares — an estimated $25K sold.

Global Retirement Partners first reported a position in WPZ in Q4 2016 and held it in 7 quarters. The position peaked at $32K in Q2 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Global Retirement Partners reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Global Retirement Partners sold 612 Williams Partners L.P. shares in Q3 2018, an estimated $25K.
Global Retirement Partners first reported a position in Williams Partners L.P. in Q4 2016 and held it in 7 quarters.
Global Retirement Partners's Williams Partners L.P. position peaked at $32K in Q2 2017.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Global Retirement Partners's 13F filing for Q3 2018, filed 17 Oct 2018.